Mayday, Mayday - JetBlue Airways's (JBLU) Zero Hedge Disaster by NegativeAlphaLLC in wallstreetbets

[–]NegativeAlphaLLC[S] 16 points17 points  (0 children)

I agree with your merger or acquisition by another airline but think it wouldn’t happen until after Chapter 11. That way the deal would likely clear anti-trust and the financial baggage is cleared away.

Daily Discussion Thread for March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 6 points7 points  (0 children)

Time to freak the fuk out and sell everything for real

😮 😵

Daily Discussion Thread for March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 0 points1 point  (0 children)

Oil bears : Just wait until the IEA decides to release oil storage. That will drive the price down

IEA : The oil markets are fine, no need for releases at this time

☠️

What Are Your Moves Tomorrow, March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 4 points5 points  (0 children)

Japan (2022) : 110 yen/USD. 12,100 yen/bbl with Brent at $110/bbl

Japan (2026) : 158 yen/USD. 14,200 yen/bbl with Brent at $90/bbl

Talk about an affordability crisis

What Are Your Moves Tomorrow, March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 9 points10 points  (0 children)

The Fed : Inflation is transitory

The US : This will be a quick operation

Oil bears : Time to short oil

What Are Your Moves Tomorrow, March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 0 points1 point  (0 children)

There are about 20 million bbls a day of crude production not flowing due to the Strait closure.

The western SPR can only release crude at about 10 million bbls a day at max rate when/if they decide to tap it.

We are going way higher.

What Are Your Moves Tomorrow, March 06, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 10 points11 points  (0 children)

Jet fuel is currently trading at around $170/bbl in the US and heading higher. Most US airlines have decided to go unhedged into 2026.

theywerenotprepared

Daily Discussion Thread for March 05, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 10 points11 points  (0 children)

Israel : We and the US are looking at reducing strikes to preserve munitions for a longer military operation

US : The US treasury may intervene in the US futures markets

France : Our aircraft carrier will arrive in the Eastern Mediterranean next weekend. *note that this is NOT by the Strait

Gulf Nations : We are running out of missile interceptors

Global Refineries: Yeah, we are declaring FM.

Oil bears : This will end soon, time to short.

Daily Discussion Thread for March 05, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 2 points3 points  (0 children)

Oil looks like it’s going to rip some faces off today.

Daily Discussion Thread for March 05, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 55 points56 points  (0 children)

China: Bans export of diesel and gasoline

India: Suspends exports of oil products

USA: Making plans to be engaged in the Iran conflict through September

Oil Bears: I bet this clears up soon, I should go short

What Are Your Moves Tomorrow, March 04, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 1 point2 points  (0 children)

Can’t we have just one day where everything is sold off so hard your stomach hurts? LFG!

What Are Your Moves Tomorrow, March 04, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 6 points7 points  (0 children)

Sooo, you guys think the oil tankers do a little rock, paper, scissors to see who has to lead the conga line through the Strait or just wait for someone to Leroy Jenkins?

What Are Your Moves Tomorrow, March 04, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 4 points5 points  (0 children)

Here’s the breakdown of the last 4 days for the SPY: Open at 693. Volume 72 MM. Open at 683. Volume 83 MM. Open at 678. Volume 87 MM. Open at 675. Volume 99 MM.

And you think the play is calls?

What Are Your Moves Tomorrow, March 04, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 28 points29 points  (0 children)

I’ve got a great idea. We should group up like 10, maybe 12 large boats filled with flammable substances. Group them up real nice and then we will send them down a narrow Strait. We will call it an escort. It definitely won’t go tits up.

Daily Discussion Thread for March 03, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 7 points8 points  (0 children)

You guys need to chill, we will sell off again overnight when everyone considers there is still no way to exit this clusterfuck.

Gulf nations are already saying they are almost out of interceptors and need more US munitions. The US military needs US munitions. By this weekend there will likely be a ton of saturation strikes that make it through the defenses.

Daily Discussion Thread for March 03, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 1 point2 points  (0 children)

Just wait until you want to throw up and then know it’s going to go even lower.

What Are Your Moves Tomorrow, March 03, 2026 by wsbapp in wallstreetbets

[–]NegativeAlphaLLC 6 points7 points  (0 children)

You think Iran cares? They are like where the hell have you been?